Filed December 27, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,841 | $77,899-86.1% | $149,673-92.8% | $75,163-85.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.38% | 31.72%-19.3pp | 134.42%-122.0pp | 160.62%-148.2pp |
| Employer contribution / active EE | $736 | $3,137-76.5% | $4,818-84.7% | $2,670-72.4% |
| Participant deferral / active EE | $736 | $3,411-78.4% | $5,680-87.0% | $4,125-82.2% |
| Admin fee / account holder | $918 | $5,956-84.6% | $13,210-93.1% | $5,651-83.8% |